Hi, I’m
Valentina Christie
Medicine Hat,Canada
Summary
In a nut shell, I am customer obsessed individual who always go above and beyond to help the clients in their unique needs. Not a order taker, always looking what is best for Clients. Been in banking industry for 7 years now and still find it very interesting to learn about different Client situations and my role in their lives to make their dreams a reality.
Overview
6
years of professional experience
Work History
Toronto Dominion Bank
Personal Banker
06.2022 - Current
Job overview
- Being passionate about delivering exceptional Client Experience
- Exploring different ways to help Clients meet their goals
- Assisting Clients with their RESL and Investing as well as day to day banking
- Providing trusted advise on the investmenting strategies and what will be best suited for Clients
- Advising against unsolicited decisions and possible worst outcomes in those situations
- Exceeding Goal Matrix on a QTD and YTD basis regularly
- Every client has a unique situation, understanding where they come from and recommending solutions based on thier unique needs
- Respecting different cultures and their values and always egar to learn new cultures
- Protecting Client and FI against AML by doing due diligence.
2180557 Alberta Ltd
Director
08.2019 - Current
Job overview
- Managing the Business and its unique needs
- Protecting the Business and employees against unwanted risks
- Keeping a close eye on the Financials and health of the business
- Outsourcing experts for the desired work
- Managing employees and their benefits.
CIBC
Financial Service Representative
09.2018 - 06.2022
Job overview
- Helping Clients with their Day to day banking needs
- Identifying the opportunities which will benefit the clients
- Reffering the Clients to the correct partner to better help them in their needs
- In bound and Out bound calls, promptly navigating through various screens to better assist Clients over the phone.
Education
CSI, Canada
Financial Planner 1
06.2024
CSI, Canada
PFSA
05.2023
CSI, Canada
IFIC
05.2019
ICFAI University, Tripura India
Masters of Business Administration in Business Law, Economics, Accounting and Statistics
12.2015
Gujarat University, India
Bachelors of Commerce in Accounting, Economics, Statistics
07.2013
Skills
- Detail oriented
- Listener
- Customer obsessed
- Confident
- Reliable
- Solution Seeker
- Positive Attitude
- Financial Services
- Investment Advisory
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Gujarati
Native or Bilingual
Personal Information
Title: Personal Banker
Hobbies and Interests
- Arts and Crafts
- Pottery
- Watching Nature
Timeline
Personal Banker
Toronto Dominion Bank
06.2022 - Current
Director
2180557 Alberta Ltd
08.2019 - Current
Financial Service Representative
CIBC
09.2018 - 06.2022
CSI, Canada
Financial Planner 1
CSI, Canada
PFSA
CSI, Canada
IFIC
ICFAI University, Tripura India
Masters of Business Administration in Business Law, Economics, Accounting and Statistics
Gujarat University, India
Bachelors of Commerce in Accounting, Economics, Statistics
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